CWP
CSW

Curated Wealth Partners’s CSW Industrials CSW Stock Holding History

Curated Wealth Partners’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$114K Buy
+51,218
New +$14.2M 0.01% 581

Other funds holding CSW

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Curated Wealth Partners's CSW Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in CSW Industrials (CSW) in Q2 2026: 51,218 shares worth $114K. The stake represents 0.01% of the portfolio and ranks #581 among its holdings.

86 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Curated Wealth Partners held 51,218 shares of CSW Industrials worth $114K as of Q2 2026.
  • CSW Industrials was a new Curated Wealth Partners position in Q2 2026.
  • CSW Industrials made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #581 holding.
  • 86 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.